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Orion Advisor Solutions

Management Consulting

Founded: Not Available
Headquarters: 17605 Wright St, Omaha, Nebraska, 68130, United States
Overview
Location
Nebraska, United States
Headquarter
17605 Wright St, Omaha, Nebraska, 68130, United States
Contact Number
(402) 895-1600
No of Employees
1,260 Employees
Industry
Management Consulting
Contact Email
Not Available
Company Type
Private Company
Founded
Not Available
CEO
Russell Mills
Codes
SIC Code 87,874 | NAICS Code 54,541
Annual Revenue
$721.8 Million
Total Funding
$180M
Recent Funding Amount
$95M
No of Funding Rounds
2
Social Handles

Company Overview

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor's unique definition of financial success. As of December 31, 2020, Orion supports more than 2,100 advisory firms with approximately $1.4 trillion in assets under administration and an additional $48 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital Investments) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory f

Employees by Level

C-Level

12

VP-Level

32

Director

30

Manager

73

Non-Manager

273

Top Contacts

388

Top C-suite Members of Company

Connect with key decision-makers at Orion Advisor Solutions. View contact details of C-suite executives and leadership team.

NameTitleContact
Russell MillsChief Executive Officerr****[email protected]
Ben BellChief Financial Officerb****[email protected]
Arun AnurChief Operating Officera****[email protected]
Charley PavlickPresidentc****[email protected]
Reed ColleyPresident, Technologyr****[email protected]
Michael ForkerExecutive VP, Wealth Management Operationsm****[email protected]
Reid PetersControllerr****[email protected]
Arun AnurChief Operating Officera****[email protected]
Ben BellChief Financial Officerb****[email protected]
Charley PavlickPresidentc****[email protected]
Matthew MileskiRegional VPm****[email protected]
Reid PetersControllerr****[email protected]
Russell MillsChief Executive Officerr****[email protected]

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Scott Klaassen
Institutional Service
******3513[email protected]
Jeffrey Slutzky
Database Administrator
******3513[email protected]
Jan-michael Williams
Lead Developer
******0616[email protected]
Karthika Rajaraman
Quality Assurance Specialist
*******1600[email protected]
Michael Link
Senior Data Analyst
*******1251[email protected]
Curtis Deinert
Institutional Service Group
******3513[email protected]
Barbara Buquing
Account Manager
******3513[email protected]
Jared Jollensten
Investment Strategy Business Development
******3513[email protected]
Jeff Hatten
Sql Server Database Administrator
******3385[email protected]
Brandon Weeder
Senior Data Analyst
******3513[email protected]
Robin Danahy
Sales Operations
******3513[email protected]
Erica Ellis
Marketing Administrative Manager
******6793[email protected]
Olivia Kunhart
Billing Subject Matter Expert
******3513[email protected]
Dustin Garrett
Data Reconciliation
*******4305[email protected]
Krystal Leichliter
Graphic Design Contractor
*******7441[email protected]
Becca Sarratt
Subject Matter Expert Ascent Training
******3513[email protected]
Tricia Drexel
Strategic Consulting
******3513[email protected]
Tanner Bock
Account Manager
******3513[email protected]
Joe Leyboldt
Managing Director, Operations
******3513[email protected]
Heidi Meyer
Strategic
******0205[email protected]
Ryan Deprez
Team Lead - Report Design
*******6692[email protected]
Renee Fast
Senior Manager, Premier Services
******3326[email protected]
Ryan Hanthorn
Salesforce Software Engineer
*******7770[email protected]
Mark Pagliuca
Institutional Project
******3513[email protected]
Shaun Kardell
Trading Product
*******0713[email protected]
Aaron Schaap
Salesforce Solutions
*******5610[email protected]
Ann Tanis
Data Analyst
******5810[email protected]
David Chadwick
User Experience
******3513[email protected]
Seth Mccune
Managing Director, Operational Efficiency
******3513[email protected]
Jina Horton
Vice President Of Business Development
******3513[email protected]
Nate Thomas
Software Engineer - User Interface Web Developer
*******2355[email protected]
W Langner
Solutions Architect
*******0372[email protected]
Raymond Griffey
Products Prices
******3513[email protected]
Nicole Broussard
Process Improvement
******3513[email protected]
Russell Teply
Software Developer
******7614[email protected]
Quinelle Pralle
Windows Application Developer
******0900[email protected]
Tim Nguyen
Software Engineer Api Developer
******3513[email protected]
Todd Weber
Senior Account Manager
******3513[email protected]
Michael Gibler
Senior Financial Data Analyst
******3149[email protected]
Erika Jessop
Advisor Success Advocate
******3513[email protected]
Jonathan Peltier
Sme Cost Basis
******4570[email protected]
Amy Strickland
Project Manager
******3513[email protected]
Greg Christensen
Software Developer
******6597[email protected]
Joe Peldo
Senior Manager - Data Service Teams
******3513[email protected]
Jacob Danielson
Strategic Consultant
******4262[email protected]
Rahmeen Bahramzad
Premier Advisor Advocate
*******5008[email protected]
Rodney Mottl
Billing Product Manager
*******1473[email protected]
Evan Zantaltzis
Accounting
******3513[email protected]
Daniel Mcaleer
Senior Accounting Analyst
******3513[email protected]
Andrew Temple
Senior Billing Specialist - Team Lead
*******7277[email protected]
Vickie Baulisch
Account Analyst
*******3513[email protected]
Brian Schmitz
Training
******3513[email protected]
Sneha Marri
Devops Engineer
******8497[email protected]
Josh Benson
Assistant Vice President Of Emerging Advisors
******3513[email protected]
Michaela Faires
Accounting
******3513[email protected]
Michael Clark
Manager, Technology Support
******3513[email protected]
Jeff Kliewer
Director Of Integration Partnerships And Support
******3513[email protected]
Lauren Sanders
Content Marketing Strategist
******7055[email protected]
Mark Bivens
Product Manager
*******4264[email protected]
Charles Cogburn
Financial Data Analyst
*******1600[email protected]
Sean Hollingshead
Vp, Managed Accounts
*******3313[email protected]
Eric Rubeck
Enterprise Data Architect
******3513[email protected]
Benjamin Rawlings
Sme Reporting
*******4240[email protected]
Joy Donaldson
Institutional Project Manager
******1441[email protected]
Zachary Waldron
Financial Risk Management
******3242[email protected]
Benjamin Rawlings
Performance Training Architect
*******4240[email protected]
Killeen Wahl
Account Specialist
******3513[email protected]
Justin Dick
Products And Prices Team Leader
******3513[email protected]
Devan Meyer
Senior Financial Analyst
******1063[email protected]
Kevin Stillman
Eclipse Onboarding Specialist
*******7400[email protected]
Jonathan Douglas
Advisor Success Advocate
******7000[email protected]
Mike Zarren
Svp, Strategic Relationships
*******3313[email protected]
Shawn Perry
Accounting Teams
******3513[email protected]
Steve Michaud
Desktop Application Developer
******3513[email protected]
Justin Nordstrom
Accounting
******3513[email protected]
Robert Lamberty
Training Engagement
******3513[email protected]
Adam Palmer
Client Reporting Product
******3513[email protected]
Samantha Brown
Investment Performance
******1600[email protected]
Derek Vanosdall
Data
******3513[email protected]
Shawn Edie
Strategic Consultant
******2958[email protected]
Ellen Murphy
Strategic Consultant
******7551[email protected]
Phillip Colling
Vice President Of Enterprise Business Development At Orion Advisor
*******1600[email protected]
Todd Urkoski
Product Owner
*******1600[email protected]
Danielle Hamby
Corporate Action Specialist And Accounting Analyst
******3513[email protected]
Adrienne Redlin
Heldaway Assets Data Reconciliation
*******4439[email protected]
Kelly Shultz
Senior Executive Assistant To Eric Clarke, Chief Executive Officer
******3513[email protected]
Brian Lowther
Financial Data
*******4439[email protected]
Brian Bartsch
Database Administrator
******3513[email protected]
Vanessa Nelson
Accounting
******3513[email protected]
Joseph Mastrogiovanni
Senior Manager-financial Data Reconciliation Teams
*******1600[email protected]
Josh Thoma
Solutions Architect
******3513[email protected]
Mathew Slattery
Lead Software Engineer
*******4667[email protected]
Scott Pattison
Data Reconciliation Manger Schwab
******3513[email protected]
Jeff Slutzky
Manager Database Development And Administration
******8761[email protected]
Darren Olson
Content Marketing Manager
******0645[email protected]
Ryan Cohagan
Integration Training Architect
******3513[email protected]
Michaela Faires
Technology Consultant
******3513[email protected]
Jeremy Waymire
Financial Data Analyst
*******7628[email protected]
Brad Gruwell
Accounting Analyst - Team Lead
******3513[email protected]
Lisa Pekny
Portfolio Administrator
*******3313[email protected]

Email Formats

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Technology Stack

Technology

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Orion Advisor Solutions

Facebook Pixel
Facebook Pixel

Facebook Pixel technology used by Orion Advisor Solutions

DocuSign
DocuSign

DocuSign technology used by Orion Advisor Solutions

WordPress.org
WordPress.org

WordPress.org technology used by Orion Advisor Solutions

Frequently Asked Questions

What is the address of Orion Advisor Solutions's headquarters?

Orion Advisor Solutions is headquartered at 17605 Wright St, Omaha, Nebraska, 68130, United States.

How can I contact Orion Advisor Solutions by phone?

You can reach Orion Advisor Solutions by calling their customer support number at (402) 895-1600.

What is the official website for Orion Advisor Solutions?

You can visit Orion Advisor Solutions's official website at www.orion.com.

How much revenue does Orion Advisor Solutions generate?

Orion Advisor Solutions reports an annual revenue of approximately $721.8 Million.

What is the SIC code for Orion Advisor Solutions?

The Standard Industrial Classification (SIC) code for Orion Advisor Solutions is 87,874.

What is the NAICS code for Orion Advisor Solutions?

Orion Advisor Solutions falls under the NAICS code 54,541.

How many people work at Orion Advisor Solutions?

Orion Advisor Solutions has a workforce of about 1,260 employees.

Which industry is Orion Advisor Solutions part of?

Orion Advisor Solutions operates in the Management Consulting, Business Services industry.

Which technologies are used by Orion Advisor Solutions?

Orion Advisor Solutions utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, DocuSign, WordPress.org.

Who is the Chief Executive Officer (CEO) of Orion Advisor Solutions?

The CEO of Orion Advisor Solutions is Russell Mills.

How can I get in touch with Orion Advisor Solutions?

To contact Orion Advisor Solutions, call (402) 895-1600 or visit their website at www.orion.com

Is Orion Advisor Solutions a publicly traded company?

No, Orion Advisor Solutions is a private company.

How much total funding has Orion Advisor Solutions secured so far?

To date, Orion Advisor Solutions has raised $180M across 2 funding round(s).

Who are the main competitors of Orion Advisor Solutions?

Key competitors of Orion Advisor Solutions include Chattem Chemicals, PGIM, Acadian Asset Management, Eaton Vance

Which companies has Orion Advisor Solutions acquired?

Acquisitions by Orion Advisor Solutions include Brinker Capital, Redtail Technology, Orion Portfolio Solutions, CLS Investments .

Who holds the CFO position at Orion Advisor Solutions?

Ben Bell serves as the Chief Financial Officer (CFO) at Orion Advisor Solutions.

Where can I find Orion Advisor Solutions on social media?

You can follow Orion Advisor Solutions on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

When did Orion Advisor Solutions complete its most recent funding round?

Orion Advisor Solutions latest funding round closed on May 20, 2022 with the amount of $95 Million

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